How do I change my payment allocation method?
The payment allocation method
tells Connect what to do when a payment is collected. You can set up the
payment allocation method to pay off priority items first
Changing my payment allocation method
1. Open Connect Business Tax Collection > Organization > Organization.
The Payment Allocation Method field is located on the Organization tab.
2. Use the Payment Allocation Method to make a selection.
3. Use the drop-down list to select a payment allocation method.
5. Click Save (CTRL+S).
The payment allocation method is updated.
Related Articles
Error: Payment allocation method (14m38s)
Issue Warning: Employee allocation method does not match employee set up. This warning displays when the employee pay code settings do not match the employee pay code setup. In other words, a gross type pay code is using a partial GL account instead ...Payment Allocation Report
Print a Payment Allocation Report to review how payments have been distributed across taxes, penalties, interest, fees, and other charges. The report helps verify that payments were applied correctly, supports reconciliation efforts, and provides a ...Payment Allocation Report
A Payment Allocation Report shows how payments received by the court were distributed across fines, fees, restitution, court costs, or other balance categories. It helps court staff verify that payments were applied correctly according to court rules ...Employee allocation method
Select how payroll will distribute the employee's portion of the pay code amount. The employee's portion will use the employee allocations from the employee position or the employee pay code to allocate the pay code amount. If the allocations on the ...Employer allocation method
This is how the payroll will allocate the employer's portion of the pay code. The employer's portion will use the employee allocations from the employee position allocations or the employee pay code to allocate the pay code amount. If the allocations ...